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Welltower
WELL

Overview Fund Activity

614 hedge funds and large institutions have $20.9B invested in Welltower in 2015 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-22
Holders Change %
-3.46%
% of All Funds
16.56%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
44
Increased
253
Reduced
222
Closed
59
Calls
$83.1M
Puts
$34M
Net Calls
+$49.1M
Net Calls Change
+$13.1M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.31B
2
Deutsche Bank
2
Deutsche Bank
Germany
$474M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$163M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$94.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$255M

Top Sellers

1
Invesco
1
Invesco
Georgia
$554M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$312M
3
SAMC
3
Shinko Asset Management Company
Japan
$399M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.41B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
OI
326
Oakbrook Investments
Illinois
$1.42M -$223K -3,400 -14%
CBOA
327
Commonwealth Bank of Australia
Australia
$1.4M +$95K +1,447 +7%
LCM
328
Liberty Capital Management
Michigan
$1.38M +$37.8K +575 +3%
CB
329
Commerce Bank
Missouri
$1.38M +$16.5K +252 +1%
GBA
330
Garrison Bradford & Associates
New York
$1.35M +$27.9K +425 +2%
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$1.33M +$95.7K +1,458 +8%
CRM
332
Cramer Rosenthal McGlynn
Connecticut
$1.31M +$1.31M +20,000 New
VNA
333
Valley National Advisers
Pennsylvania
$1.31M -$4.66K -71 -0.4%
WTC
334
WhitTier Trust Company
Nevada
$1.27M -$10.1K -154 -0.8%
TYCC
335
Texas Yale Capital Corp
Florida
$1.26M +$328 +5 +0%
TCM
336
Telos Capital Management
California
$1.26M +$128K +1,945 +11%
CAN
337
Cetera Advisor Networks
California
$1.25M – – –
ISL
338
Ingalls & Snyder LLC
New York
$1.24M -$11.2K -171 -0.9%
LNC
339
Lincoln National Corp
Pennsylvania
$1.22M +$30.7K +456 +3%
SC
340
Saturna Capital
Washington
$1.22M +$1.2M +17,909 +5,930%
Creative Planning
341
Creative Planning
Kansas
$1.21M +$94K +1,432 +8%
BRWA
342
B. Riley Wealth Advisors
Florida
$1.2M -$605K -9,205 -34%
VKH
343
Virtu KCG Holdings
New York
$1.2M -$837K -12,756 -41%
AWS
344
Aris Wealth Services
Pennsylvania
$1.19M -$32.1K -489 -3%
WC
345
Whitney & Co
New York
$1.18M -$32.8K -500 -3%
FWIA
346
Fort Washington Investment Advisors
Ohio
$1.15M +$151K +2,300 +15%
CWM
347
Concert Wealth Management
California
$1.14M -$52.5K -803 -4%
FAAS
348
First Allied Advisory Services
California
$1.14M +$90.1K +1,371 +9%
MCM
349
Maple Capital Management
Vermont
$1.14M +$5.12K +78 +0.5%
HighTower Advisors
350
HighTower Advisors
Illinois
$1.13M +$580K +8,821 +106%
12 13
14
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